Corient Private Wealth
JQUA icon

Corient Private Wealth’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Corient Private Wealth’s Portfolio JQUA Stock Details JQUA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$818K Sell
11,323
-1
-0% -$68 ﹤0.01% 1921
2026
Q1 		$694K Buy
11,324
+1,322
+13% +$83.9K ﹤0.01% 1852
2025
Q4 		$634K Sell
10,002
-798
-7% -$50.1K ﹤0.01% 1743
2025
Q3 		$679K Buy
10,800
+6,911
+178% +$424K ﹤0.01% 1630
2025
Q2 		$234K Buy
3,889
+11
+0.3% +$629 ﹤0.01% 2140
2025
Q1 		$219K Buy
3,878
+11
+0.3% +$643 ﹤0.01% 2018
2024
Q4 		$221K Buy
+3,867
New +$224K ﹤0.01% 2063
2024
Q3 		– Sell
-8,408
Closed -$447K – 2513
2024
Q2 		$447K Sell
8,408
-27
-0.3% -$1.4K ﹤0.01% 1706
2024
Q1 		$446K Sell
8,435
-305
-3% -$15.4K ﹤0.01% 1694
2023
Q4 		$418K Buy
+8,740
New +$392K ﹤0.01% 1698

Other funds holding JQUA

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return

Corient Private Wealth's JQUA Position: Q2 2026 in Review

Corient Private Wealth reduced its JPMorgan US Quality Factor ETF (JQUA) stake by 0.01% in Q2 2026, selling an estimated $68 and leaving 11,323 shares worth $818K. The position accounts for ﹤0.01% of the portfolio, ranked #1921.

Corient Private Wealth first reported a position in JQUA in Q4 2023 and has held it in 10 quarters since. 478 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

  • Corient Private Wealth held 11,323 shares of JPMorgan US Quality Factor ETF worth $818K as of Q2 2026.
  • Corient Private Wealth sold 1 JPMorgan US Quality Factor ETF share in Q2 2026, an estimated $68.
  • JPMorgan US Quality Factor ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1921 holding.
  • Corient Private Wealth first reported a position in JPMorgan US Quality Factor ETF in Q4 2023 and has held it in 10 quarters since.
  • 478 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.